Hold List
Stocks previously added to the Buy List, but not currently trading far enough under fair value to consider at this time. If the stock price falls 25% under fair value, they will show up in the Buy List. At 50% over fair value - or if the business no longer is attractive - we will consider moving it to the Sold List.
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| Ticker | Company | Added | Cost | Price | Return | vs SPY | Fair Value | vs FV |
|---|---|---|---|---|---|---|---|---|
| VTEX | VTEX, Inc | 2025-03-04 | $4.33 | $4.88 | 12.70% | 13.18% | $6.25 | -21.92% |
| ZETA | Zeta Global Holdings Corp | 2024-12-29 | $17.67 | $15.66 | -11.38% | -7.86% | $18.00 | -13.00% |
| CELH | Celsius Holdings, Inc | 2024-06-12 | $61.69 | $34.88 | -43.46% | -49.50% | $25.00 | 39.52% |
| TOST | Toast Inc | 2024-04-20 | $21.62 | $36.15 | 67.21% | 51.27% | $30.00 | 20.50% |
| CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $23.59 | 68.02% | 51.80% | $26.50 | -10.98% |
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $37.41 | 362.42% | 336.26% | $35.00 | 6.89% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $223.67 | 46.12% | 9.86% | $278.00 | -19.54% |
| MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $276.52 | 109.47% | 73.17% | $231.00 | 19.71% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $39.16 | 48.00% | 8.26% | $46.00 | -14.87% |
| ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $209.87 | 125.50% | 83.52% | $163.00 | 28.75% |
| V | Visa Inc | 2023-02-26 | $219.55 | $343.87 | 56.62% | 11.79% | $361.00 | -4.75% |
| ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $269.19 | 44.05% | -6.06% | $270.00 | -0.30% |
| NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $849.73 | 122.52% | 72.60% | $828.00 | 2.62% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $99.79 | 88.60% | 45.91% | $102.00 | -2.17% |
| TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $234.62 | 97.56% | 52.60% | $228.00 | 2.90% |
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Watch List
| RDDT | 24.94% |
| NTNX | 38.83% |
| CRWD | 70.16% |
| SE | 28.20% |
| SNOW | 16.55% |
| APPF | 4.55% |
| PINS | -16.98% |
vs. Fair Value Estimates
Buy List
| SEMR | -32.71% |
| TSM | -32.65% |
| GOOG | -47.71% |
| NYAX | -57.87% |
| MSFT | -28.40% |
| ODD | -28.03% |
| ASR | -25.51% |
| FLYW | -35.10% |
| HRMY | -53.10% |
| YOU | -35.37% |
| ABNB | -27.07% |
| MELI | -26.45% |
| ADBE | -39.12% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| ZETA | -13.00% |
| CELH | 39.52% |
| TOST | 20.50% |
| CPNG | -10.98% |
| HIMS | 6.89% |
| PAYC | -19.54% |
| MNDY | 19.71% |
| GLBE | -14.87% |
| ZS | 28.75% |
| V | -4.75% |
| ADSK | -0.30% |
| NOW | 2.62% |
| FTNT | -2.17% |
| TEAM | 2.90% |
vs. Fair Value Estimates